Growing a Firm Towards a Billion-Dollar BHAG with Dennis Morton and Katie Brown
Dennis Morton and Katie Brown share their intentional approach to starting, building, and managing their firm.
How “Tiny Experiments” Can Lead to Better Goals and Happier Living with Anne-Laure Le Cunff
Anne-Laure Le Cunff challenges conventional wisdom around goal-setting and encourages us to discover our purpose.
Incorporating Collectibles into High-Net-Worth Financial Planning with Tom Ruggie
Tom Ruggie discusses how he blended his passion for collecting with his financial expertise to deliver value for high-net-worth clients.
Fun, Fair, and Flexible: The Leadership Philosophy that Drives a $40-Billion Firm with Jim Gold
Jim Gold shares the story behind the founding of Steward Partners and discusses the firm's unique approach to equity ownership and culture.
Scaling an RIA Through Strategic Acquisitions and Organic Growth with Gary Roth and Mike Capelle of Modern Wealth Management
Gary Roth and Mike Capelle share their vision for Modern Wealth Management and why they believe our industry is just hitting its stride.
How a Billion-Dollar Firm Can Achieve 15-20% Annual Organic Growth: A Case Study with David Newson
David Newson and I break down how a hypothetical "billion-dollar firm" should coordinate tactics into a growth strategy.
Mastering the M&A Game for Buyers and Sellers with Charles Schwab’s Nikolee Turner
Nikolee Turner explains the three-phase approach to M&A that Charles Schwab believes can help firms avoid unhappy marriages.
Melinda Bremley on How Effective Leaders Assess Talent, Solve Problems, and Navigate Complex Conversations
Melinda Bremley and I discuss the traits that differentiate top leaders, including how to use assessments and conduct performance reviews.
Brighton Jones’s Carley Dillon on Achieving 15% Annual Organic Growth, Holding Team Members Accountable to Hitting Metrics, and Delivering “Wealth Alignment”
Carley Dillon shares the framework behind Brighton Jones's stunning success, including how they deliver wealth alignment.
Trust, Team, and Tea: Pete Goss on What His Epic Adventures at Sea Taught Him About Life and Business
Answering a Mayday call deep in the Southern Ocean while solo sailing in a gale changed his life.